Estate IQ™

The next generation of legal AI that transforms raw data into actionable intelligence, empowering law firms to make smarter decisions and deliver exceptional client service.

What is Estate IQ™?

Estate IQ™ is our proprietary AI engine that continuously analyzes your firm's data to surface insights, predict outcomes, and automate routine tasks—giving you the intelligence to stay ahead in today's competitive legal landscape.

Intelligent Analysis

Advanced machine learning algorithms analyze patterns in your cases, clients, and operations to identify opportunities and risks before they become critical.

Predictive Insights

Leverage historical data and industry benchmarks to predict case outcomes, estimate timelines, and optimize resource allocation for maximum efficiency.

Personalized Recommendations

Receive tailored suggestions for client communication, case strategies, and business development opportunities based on your firm's unique practice areas and client base.

Powered by Advanced AI Capabilities

Estate IQ™ combines cutting-edge AI technologies to deliver unprecedented insights and automation for modern law firms.

Client Intelligence

Generate comprehensive client profiles with AI-powered insights into communication preferences, matter history, billing patterns, and engagement opportunities.

Matter Analytics

Analyze matter complexity, predict timelines, identify bottlenecks, and receive recommendations for optimal case management and resource allocation.

Time & Billing Optimization

Identify billing opportunities, detect time entry anomalies, and optimize fee structures based on matter type, complexity, and historical performance.

Business Intelligence

Track firm performance metrics, identify growth opportunities, and receive strategic recommendations for practice development and client retention.

AI Overview

Powered by Estate IQ™

"Client shows high engagement with 4 active matters and consistent billing. Recent focus on estate planning suggests expansion opportunity. Recommend proactive outreach for business succession planning services."

Engagement Score

94%

Growth Potential

High

Built with Security & Privacy First

Estate IQ™ processes your data with the highest security standards, ensuring client confidentiality and regulatory compliance at every step.

End-to-End Encryption

All data is encrypted in transit and at rest using industry-leading encryption standards.

Compliance Ready

Built to meet GDPR, CCPA, and legal industry compliance requirements.

Private AI Processing

Your data never leaves our secure infrastructure and is never used to train external AI models.

Ready to Experience Estate IQ™?

Join forward-thinking law firms who are already leveraging AI to transform their practice and deliver exceptional client outcomes.